The Dooley Team

Kevin has been with Northwestern Mutual since 1998. He graduated from Truman State University with a Bachelor of Arts in Business Administration. Kevin completed his CFP®, CLU®, ChFC®, CASL®, CAP® designations from the American College.

Colin has been with Northwestern Mutual since February of 2006. He has assumed responsibility for securities analysis and portfolio design for Kevin. Colin is a Truman State University graduate, holding a B.S. in Business Administration. In 2012 Colin completed his CLU®, and ChFC® designations from the American College. Additional Designation of Preferred Portfolio Management was earned in 2019, and is a CFA, Level I candidate in 2022.

As part of the team, Colin:

• Runs securities analysis and recommendations for existing and prospective advisory client accounts.
• Examines performance reports in our investment committee for risk management and quality control.
• Executes buy, sell, and rebalancing orders; maintaining asset models.
• Contacts clients on behalf of the Wealth Management Advisor (WMA) for the purpose of developing advisory plan and providing technical explanations of investment plan.
• Participates in client meetings for operational or technical support.

Mary Elizabeth has been working with the Dooley team since 2017 and has obtained her Missouri life and health insurance license, Series 7 securities registration and CERTIFIED FINANCIAL PLANNER™ certification . She graduated from the University of Memphis with her bachelor’s in business administration majoring in Finance. Her passion is to connect and create solutions utilizing her knowledge and gained skills from her servicing experience.

As part of the team, Mary Elizabeth:

• Provides Planning & Investment review for existing and new clients.
• Provides concierge service to existing clients, including guidance through existing and new programs and opportunities, beneficiary questions, planning and distributions, investment selection, and extension of legacy planning to family members, and general questions.
• Provides technical information and research for planning meetings in conjunction with the investment team.
• Meets weekly with investment committee to review portfolio construction and updates.

Jenna joined Kevin’s team in March 2020. She acquired her Administrative Assistant specialized Associates Degree in 2012, from Hickey College. Since then, she has gained experience in Estate Planning and is looking forward to even more growth in the financial industry. If you have general questions, she is glad to answer them or connect you with a team member who can.

As part of the team, Jenna:

• Maintains Kevin’s calendar and appointments.
• Assists with insurance and investment beneficiary changes.
• Marketing and event planning.
• Prepares reports for client meetings.
• Manages inventory on office supplies and client folders/brochures.

Starting her career as an Associate Financial Representative in 2016, Tayler quickly saw the long-term advantages and benefits of beginning financial planning at a young age. With her extensive organizational skills and keen attention to detail, she soon realized that she enjoyed the support staff and client servicing role the most. She joined Kevin’s team in September 2020 as the Insurance Operations Lead.

As part of the team, Tayler:

• Coordinates the insurance application and underwriting process with clients from start to finish.
• Works on the client’s behalf to expedite policy approval and ensures the accuracy in the information provided.
• Prepares and individualizes insurance plans, proposals, and review information for client meetings.
• Completes and submits new annuity account paperwork.
• Handles insurance service-related questions or policy issues to ensure appropriate resolution.
• Educates the clients on Northwestern Mutual products and services and potential value for their financial goals

Connor started at Northwestern Mutual in 2016 in the college internship program and finished as a top ten intern in the firm's southern region. Connor joined Kevin's team in February of 2023 after serving as an associate advisor with Buckingham Strategic Partners. He graduated from the University of Missouri - St. Louis with a Finance degree with an emphasis in financial planning and a minor in accounting. In June of 2020, Connor completed his CERTIFIED FINANCIAL PLANNER™ professional and Chartered Financial Consultant® designations from the American College.  

As part of the team, Connor:

• Contacts clients on behalf of the Wealth Management Advisor (WMA) for the purpose of developing plans and providing technical explanations of investment plan.
• Participates in client meetings for operational or technical support
• Facilitates new client introductions to the firm on behalf of the Wealth Management Advisor (WMA)

Jacob has been working with the Northwestern Mutual team since 2022 and has obtained his Series 7 and 66 securities registrations. He graduated from Concordia University Wisconsin with a bachelor’s in communication. He has been in finance for 15+ years with a background in financial planning and service. He is passionate about helping clients achieve their goals. When he isn’t working, Jacob is enthusiastic about health and fitness and previously worked as a certified personal trainer.  

As part of the team, Jacob:

• Advisory Account Opening and Service: Establish client accounts, service client distributions, contributions, rollovers, transfers and charitable gift authorizations as well as maintains regulatory information concerning account goals and contact information.
• Contacts clients on behalf of the Wealth Management Advisor (WMA) for the purpose of developing advisory plan and providing technical explanations of investment plan.
• Participates in client meetings for operational or technical support.

Tristin began his career at Northwestern Mutual in 2018 as a College Financial Representative before going into a full-time role. Tristin joined Kevin's team in April of 2022. He is passionate about helping others find what’s possible and helping them achieve their goals through the work done with The Dooley Team. Tristin currently resides in St. Louis and enjoys working out, playing golf, and being outdoors.

As part of the team, Tristin:

• Actively creates and provides client service for financial plans, making sure information is up to date.
• Runs and supports the team in evaluating potential choices for client financial plan.